Jacqueline Larose Villa

Current Employers

Employment History

• 09/2004 → Present
  Phoenix Financial Group
  Peoria, AZ
• 05/2012 → 10/2017
  National Planning Corporation
  Oceanside, CA
• 10/2017 → 11/2023
  Woodbury Financial Services Inc
  Peoria, AZ
• 10/2019 → 01/2021
  Airforce Department Of State
  Amman
• 11/2023 → 08/2024
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2023 → 08/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Osaic Wealth Inc
  Peoria, AZ

Previous Registrations

• 2023-11-22 → 2024-08-09
  Cetera Investment Advisers Llc
  Peoria, AZ
  Peoria, AZ
• 2017-10-17 → 2023-11-21
  Woodbury Financial Services, Inc.
  Peoria, AZ
• 2012-06-01 → 2017-10-19
  National Planning Corporation
  Oceanside, CA
  Glendale, AZ
  Peoria, AZ
• 2007-06-04 → 2012-06-04
  Next Financial Group, Inc.
  Houston, TX
  Glendale, AZ
• 2007-02-15 → 2007-06-01
  Lpl Financial Llc
  Glendale, AZ
  Fort Mill, SC

Other Businesses

1. FUTURE TRUSTEE POSITION: Future Trustee NATURE: I am named as a trustee on my mother's trust. Future date not determined. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/1998 ADDRESS: 10135 W Avenida Del Sol, Peoria AZ 85383, United States DESCRIPTION: Future trustee 2. PHOENIX FINANCIAL GROUP, LTD. POSITION: Investment Advisor Representative NATURE: LLC/DBA for securities related actives INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 107 START DATE: 08/08/2024 ADDRESS: 8801 W Union Hills Dr, Bldg C, Peoria AZ 85382, United States DESCRIPTION: Administrative work. Type forms for client accounts, open client accounts. Assist with client meetings, assist with trading client accounts/asset allocation, assist with client reviews. 3. UNITED TRUST SERVICES POSITION: Administrative NATURE: Estate Settlement, Trust Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 8801 W Union Hills Dr, Bldg C, Peoria AZ 85382, United States DESCRIPTION: Type the settlement letters, and administrative duties with a trust settlement as instructed by an attorney. 4. PHOENIX TAX PLANNING POSITION: Admin NATURE: Tax preparation and planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 8801 W Union Hills Dr, Bldg C, Peoria AZ 85382, United States DESCRIPTION: Assist in delivering and reviewing returns. Note taking on tax intakes, research and data entry.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-14

Other Names

• Jacqueline Larose Obrien